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Pimco shares owned by Kozak & Associates

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $565k 21k 26.71
2025-06-30 $199k 7.6k 26.39
2025-03-31 $192k 7.4k 25.76
2024-12-31 $190k 7.3k 25.93

More positions owned by Kozak & Associates

Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco S&p 500 Revenue Etf Etf (RWL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares U.s. Industrials Etf Etf (IYJ)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vaneck Semiconductor Etf Etf (SMH)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco